FINANCIAL PLANNING

Eusebius Advisor's financial planning process is designed to help you create a lifetime of financial security.

Financial planning gives you the confidence to meet life's milestones head on. And along the way, you'll have the insight and knowledge to make financial decisions that are right for you and your loved ones.

 

Every event in life brings with it unique opportunities. Be financially prepared to take advantage of them.

 

Eusebius Advisors will work with you to:

Identify your goals

First, we'll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.

Develop your personalized plan

We'll analyze your financial situation and develop recommendations that can help you and your family achieve financial security.

 

Implement your strategies

 

We'll bring your financial plan to life with proven products and quality solutions.

 

Review your plan

 

Throughout life, even small changes can impact your financial plan. We'll help you adjust your plan as needed to stay on track.

 

And although your financial strategy will be one of a kind, we'll ensure that it's built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you're working so hard to achieve. Our process involves:

 

Wealth accumulation

 

Make the most of your money. Our financial planning process and investment and advisory services are designed to help you achieve your goals.

Insurance management

Be financially prepared to weather life's storms. We'll help to ensure you, your family and your income are adequately protected against risk.

Wealth preservation and distribution

Ensure your money lasts as long as you live. We'll help you transition your wealth into predictable income in retirement and leave the legacy you desire.

State-of-the-Art Planning

Eusebius Advisors features MoneyGuidePro financial planning software , the industry’s most powerful and flexible goal-based financial planning application that allows us to accommodate all client needs, from simple to sophisticated. Its detailed cash flow analysis, regular tax updates, and Monte Carlo scenario simulation calculations helps Eusebius Advisors keep our clients’ plans up to date and accurate, while its modular and goal-based assessments help us adapt to any needs uncovered in client meetings.

CFP® Certification: The Standard of Excellence

Certified Financial Planner Board of Standards

Eusebius Advisors Certified Financial Planners adhere to the CFP Board Code of Ethics

A CFP® professional must:
1. Act with honesty, integrity, competence, and diligence.
 
2. Act in the client’s best interests.
 
3. Exercise due care.
 
4. Avoid or disclose and manage conflicts of interest.
 
5. Maintain the confidentiality and protect the privacy of client information.
 
6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.

                                © 2020 by Eusebius Advisors LLC.

Registered Representative of and securities offered through The O.N. Equity Sales Company (ONESCO), Member FINRA/SIPC, One Financial Way, Cincinnati Ohio 45242. 877-663-7267. Investment advisory services offered through O.N. Investment Management Company (ONIMCO).  Eusebius Advisors, Eusebius Brokerage, ONESCO and ONIMCO are separate entities.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Eusebius Advisors does not provide legal, accounting or tax advice, but we do coordinate our services and work together with our clients’ professional advisors.  For specific assistance, the services of an appropriate professional should be sought.

AR license number 3249122.

CA license number 0D68188.

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